Tariff timeline draws focus: Social media commentary has intensified around the July 24 expiration of Section 122 tariffs, with legal appeals and congressional inaction adding layers of uncertainty for rare earth importers.
Defense ties remain central: Observers emphasize the enduring impact of the Pentagon partnership established last year, viewing it as a structural advantage that could sustain momentum regardless of short-term trade policy shifts.
Conference signals spark interest: Recent participation in industry events has fueled speculation about upcoming catalysts, including supply agreements that position the firm within broader domestic supply chain efforts.
Note: This discussion summary was generated from an AI condensation of post data.
MP Materials Insider Trading Activity
MP Materials insiders have traded $MP stock on the open market 25 times in the past 6 months. Of those trades, 2 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $MP stock by insiders over the last 6 months:
- JAMES H. LITINSKY (Chairman and CEO) has made 0 purchases and 20 sales selling 1,485,167 shares for an estimated $97,117,870.
- RYAN CORBETT (Chief Financial Officer) sold 46,000 shares for an estimated $2,760,000
- MICHAEL STUART ROSENTHAL (Chief Operating Officer) has made 2 purchases buying 27,000 shares for an estimated $1,505,540 and 0 sales.
- ELLIOT DEAN HOOPS (General Counsel and Secretary) has made 0 purchases and 2 sales selling 21,737 shares for an estimated $1,368,585.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
MP Materials Revenue
MP Materials had revenues of $90.6M in Q1 2026. This is an increase of 49.07% from the same period in the prior year.
You can track MP financials on Quiver Quantitative's MP stock page.
You can access data on MP stock through the Quiver Quantitative API.
MP Materials Hedge Fund Activity
We have seen 405 institutional investors add shares of MP Materials stock to their portfolio, and 387 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- MORGAN STANLEY added 2,374,501 shares (+74.7%) to their portfolio in Q1 2026, for an estimated $114,593,418
- UBS GROUP AG added 1,806,080 shares (+108.2%) to their portfolio in Q1 2026, for an estimated $87,161,420
- VAN ECK ASSOCIATES CORP added 1,753,613 shares (+61.9%) to their portfolio in Q1 2026, for an estimated $84,629,363
- NORGES BANK added 1,627,477 shares (+26424.4%) to their portfolio in Q4 2025, for an estimated $82,220,138
- SQUAREPOINT OPS LLC removed 1,562,795 shares (-86.3%) from their portfolio in Q1 2026, for an estimated $75,420,486
- RENAISSANCE TECHNOLOGIES LLC removed 1,404,600 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $70,960,392
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,353,413 shares (-78.6%) from their portfolio in Q1 2026, for an estimated $65,315,711
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
MP Materials Analyst Ratings
Wall Street analysts have issued reports on $MP in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- William Blair issued a "Outperform" rating on 01/13/2026
To track analyst ratings and price targets for MP Materials, check out Quiver Quantitative's $MP forecast page.
MP Materials Price Targets
Multiple analysts have issued price targets for $MP recently. We have seen 5 analysts offer price targets for $MP in the last 6 months, with a median target of $81.0.
Here are some recent targets:
- Matt Summerville from DA Davidson set a target price of $82.0 on 06/05/2026
- CARTER GOMAN from Needham set a target price of $81.0 on 06/01/2026
- Richard Garchitorena from Barclays set a target price of $69.0 on 05/22/2026
- Carlos De Alba from Morgan Stanley set a target price of $70.0 on 05/11/2026
- Sam Brandeis from Wedbush set a target price of $100.0 on 05/08/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
